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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,500 | $102,422-40.9% | $147,117-58.9% | $80,959-25.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 82.2%+4.2pp | 67.7%+18.8pp |
| Annual return | 14.91% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,140 | $3,717+11.4% | $4,932-16.1% | $2,757+50.1% |
| Participant deferral / active EE | $10,234 | $6,652+53.8% | $8,065+26.9% | $4,300+138.0% |
| Admin fee / account holder | $5,376 | $7,953-32.4% | $12,993-58.6% | $6,925-22.4% |